Opto Investments

Business Development, RIA Channel

Opto Investments(1 month ago)

New York, NY, San Francisco, CAOnsiteFull TimeSenior$150,000 - $190,000Business Development
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About this role

This role is a client-facing business development position responsible for identifying, targeting, and closing business with prospective customers and strategic partners in the wealth management market. The person will represent Opto externally, nurture and grow key client relationships, and act as a conduit between market needs and the product roadmap. They will shape go-to-market strategy, provide market insights, and partner with product and engineering to drive adoption of Opto’s private markets platform.

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Required Skills

  • RIA Knowledge
  • Client Obsessed
  • Ambiguity Management
  • Clear Communication
  • Multi-Asset
  • Executive Presence
  • GTM Strategy
  • Fund Adoption
  • Account Management
  • Market Research

+2 more

Qualifications

  • Authorized To Work In U.S.
Opto Investments

About Opto Investments

optoinvest.com

Opto Investments is a private markets investment platform that provides an end-to-end solution for wealth managers to build, fundraise for, and manage private markets programs. The platform helps advisors craft investment plans, construct custom funds, and streamline fundraising, investor onboarding, capital calls, and ongoing reporting. Designed for wealth managers, RIAs, and family offices, Opto centralizes operations and investor communications to simplify running private markets strategies.

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